Purchases and Sales Made in Q4 2024 in Spdr Series Tr Spdr S&P Divide (SDY)
This table provides information about the institutional ownership of Spdr Series Tr Spdr S&P Divide (SDY) during Q4 2024. The information is specifically focused on institutions that hold shares of SPDR SERIES TR SPDR S&P DIVIDE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-1.03K- 4.33% |
$136K - $149K
|
22.8K
$3.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 14.73% |
$140K - $154K
|
6.17K
$831K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.07K- 0.6% |
$141K - $154K
|
177K
$23.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.1K- 2.4% |
$144K - $158K
|
44.6K
$6.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.11K- 2.69% |
$146K - $160K
|
40.1K
$5.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.14K- 0.75% |
$150K - $164K
|
151K
$20.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.15K- 23.12% |
$151K - $165K
|
3.81K
$513K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.16K- 3.03% |
$153K - $167K
|
37.2K
$5.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-1.17K- 5.39% |
$154K - $168K
|
20.5K
$2.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.17K- 3.91% |
$154K - $168K
|
28.8K
$3.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-1.22K- 16.12% |
$160K - $175K
|
6.32K
$852K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.22K- 2.01% |
$161K - $176K
|
59.5K
$8.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.22K- 13.64% |
$161K - $176K
|
7.74K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.23K- 7.69% |
$161K - $176K
|
14.7K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.25K- 1.33% |
$165K - $180K
|
92.9K
$12.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.26K- 14.26% |
$165K - $181K
|
7.56K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.3K- 4.75% |
$171K - $187K
|
26.1K
$3.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.3K- 15.48% |
$171K - $187K
|
7.09K
$955K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.3K- 9.61% |
$172K - $188K
|
12.3K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.31K- 21.22% |
$172K - $188K
|
4.85K
$653K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.35K- 2.26% |
$177K - $194K
|
58.2K
$7.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.35K- 13.35% |
$178K - $195K
|
8.78K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.38K- 3.85% |
$181K - $198K
|
34.3K
$4.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.4K- 28.65% |
$184K - $202K
|
3.49K
$470K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.42K- 8.79% |
$187K - $205K
|
14.8K
$1.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.43K- 14.69% |
$189K - $206K
|
8.32K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-1.48K- 3.51% |
$194K - $213K
|
40.6K
$5.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.5K- 4.58% |
$198K - $217K
|
31.4K
$4.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.51K- 0.78% |
$198K - $217K
|
192K
$25.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.52K- 13.54% |
$200K - $219K
|
9.7K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-1.54K- 22.77% |
$203K - $222K
|
5.22K
$703K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.59K- 4.41% |
$209K - $229K
|
34.5K
$4.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.59K- 2.95% |
$210K - $230K
|
52.5K
$7.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.6K- 2.45% |
$211K - $230K
|
63.6K
$8.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.7K- 1.65% |
$224K - $245K
|
101K
$13.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.72K- 3.88% |
$227K - $248K
|
42.7K
$5.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.8K- 25.0% |
$237K - $259K
|
5.4K
$727K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.82K- 5.26% |
$240K - $262K
|
32.8K
$4.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.9K- 1.41% |
$249K - $273K
|
133K
$17.9M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.96K- 18.45% |
$258K - $282K
|
8.65K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-2.07K- 34.61% |
$273K - $299K
|
3.92K
$528K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-2.12K- 10.31% |
$279K - $305K
|
18.4K
$2.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.13K- 16.39% |
$280K - $306K
|
10.8K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.13K- 4.31% |
$281K - $307K
|
47.3K
$6.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2.23K- 4.8% |
$294K - $321K
|
44.3K
$5.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.29K- 3.49% |
$301K - $329K
|
63.2K
$8.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.3K- 7.85% |
$303K - $331K
|
27K
$3.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.3K- 99.91% |
$303K - $331K
|
2
$269
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.32K- 48.17% |
$305K - $334K
|
2.5K
$336K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.35K- 15.71% |
$309K - $338K
|
12.6K
$1.69M
|